BRWA

B. Riley Wealth Advisors Portfolio holdings

AUM $2.08B
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.47B
AUM Growth
+$328M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,535
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$14.1M
3
+$9.08M
4
AAPL icon
Apple
AAPL
+$7.49M
5
IIPR icon
Innovative Industrial Properties
IIPR
+$5.57M

Top Sells

1
+$6.8M
2
+$4.73M
3
+$4.45M
4
SDS icon
ProShares UltraShort S&P500
SDS
+$3.81M
5
CRWD icon
CrowdStrike
CRWD
+$3.37M

Sector Composition

1 Technology 17.24%
2 Consumer Discretionary 6.77%
3 Healthcare 6.75%
4 Financials 5.89%
5 Communication Services 5.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$1.99M 0.06%
229,888
+12,430
352
$1.98M 0.06%
131,849
-96,941
353
$1.98M 0.06%
14,189
+55
354
$1.96M 0.06%
139,575
+12,658
355
$1.96M 0.06%
12,995
+16
356
$1.96M 0.06%
11,151
+183
357
$1.96M 0.06%
33,200
+1,689
358
$1.96M 0.06%
62,472
+1,465
359
$1.95M 0.06%
27,138
-137
360
$1.95M 0.06%
18,142
-999
361
$1.95M 0.06%
60,898
+22,695
362
$1.95M 0.06%
90,397
-5,879
363
$1.94M 0.06%
117,427
+15,310
364
$1.93M 0.06%
13,501
-635
365
$1.93M 0.06%
8,744
+271
366
$1.91M 0.06%
42,070
-200
367
$1.91M 0.05%
11,024
+299
368
$1.91M 0.05%
93,796
+2,190
369
$1.9M 0.05%
52,954
+22,630
370
$1.89M 0.05%
5,682
-241
371
$1.89M 0.05%
44,119
-7,408
372
$1.89M 0.05%
69,966
-6,902
373
$1.88M 0.05%
38,499
+1,120
374
$1.88M 0.05%
49,588
+10,400
375
$1.86M 0.05%
80,288
+7,520
13 14
15
16 17